Real Vision: Finance & Investing

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Is This a Trampoline Landing? With Vincent Deluard Aug 09, 2023

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Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss his "Trampoline Landing" theory, why he sees a second wave of inflation coming, and what's making him so bearish equities. In the second half of the show, Vincent explores whether the U.S. has peaked and where to find value in international investments.

You can find more of Vincent's work here: https://marketintel.intlfcstone.com/MIPublic/Landing

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What Does Rate Volatility Mean For You? with Tony Greer Aug 08, 2023

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Tony Greer, editor of The Morning Navigator, joins Maggie Lake to discuss what the recent volatility in bonds means for markets, the impact of recent downgrades on the credit rating of several banks, and what investors should expect from this week's inflation data.

You can find more of Tony's work here: https://tgmacro.substack.com

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Are Stocks Approaching a Correction? With Neil Dutta Aug 07, 2023

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Neil Dutta, head of economic research at Renaissance Macro Research, joins Maggie Lake to discuss the impact of recent economic data on investor confidence, what to expect from CPI data this week, and the likelihood of a recession.

You can find more of Neil's work here: https://renmacaccess.com

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Raoul Pal: The Past, Present, and Future of Real Vision Aug 06, 2023

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A look back at where we've come from, and a big update from Raoul on where we're going. Let us know what you think in the comments.

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Data as an Emerging Asset Class Aug 05, 2023

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As we move to a world where users begin to own their data, how we leverage it will revolutionize everything. David Mattin, founder of the New World Same Humans newsletter, welcomes data futurist Michael Clark to explore how data will transform markets. Plus, why AI and the augmented world will change life as we know it. Note: This video has been edited from its original live version to clean up some technical issues we encountered during our live session.

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Are Bonds in the Driver's Seat? with Jared Dillian Aug 04, 2023

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Jared Dillian, editor of the Daily Dirtnap, sits down with Maggie Lake to discuss the mixed data from today's jobs report, current sentiment across assets, and why he thinks now may actually be the time to buy bonds. Also, we've just launched Season 2 of the Real Vision Collective. See what we're up to here: https://www.realvision.com/collective

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Is the Fed Still Fighting? With Dr. Sri-Kumar Aug 03, 2023

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Dr. Komal Sri-Kumar, president and founder of Sri-Kumar Global Strategies, joins Maggie Lake to discuss why recent economic data has economists questioning the Fed's policy decisions, and where the central bank’s quest for 2% inflation will land the U.S. economy. You can find more of Sri's work here: https://srikonomics.substack.com

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Is the U.S. Economy Too Hot to Handle? With Jim Bianco Aug 02, 2023

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Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss how cushioned of a landing he thinks the Fed can pull off. Plus, Jim examines the impact of Friday's U.S. jobs data, where oil prices could send inflation, and what the bond market is telling investors.You can find more of Jim's work here: biancoresearch.com

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Is Everyone Wrong About U.S. Rates? With Harry Melandri Aug 01, 2023

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Harry Melandri, advisor at MI2 Partners, joins Maggie Lake to discuss two competing fundamental macro stories that are shaping the current landscape, the potential for further Fed interest rate hikes, and the broad impacts of "higher rates for longer."

You can find more of MI2 Partners' work here: https://mi2partners.substack.com

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Are Risk Assets at Risk? With Michael Kao Jul 31, 2023

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Maggie Lake is joined by Michael Kao, CEO of Akanthos Capital Management, to explore how much longer the rally in U.S. equities can last, the potential economic impacts of "higher rates for longer,” and look into the ripple effects of the U.S. dollar's wrecking ball.

You can find more of Michael's work here: https://t.co/LWqgZ0p4pt

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